Compare · 2 funds side by side · dividends reinvested

FDMO and SPY

FDMOFidelity×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

FDMO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.1

Fidelity Momentum Factor ETFUS Stock Styles · Factor0.15%0.69%+2.3%+2.3%+23.6%+11.2%−14.2%20.7%$818M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FDMO 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Momentum Factor ETF · $818M$16,971

FDMO

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 50.8% in common

FDMOMeasureSPY

+2.3%Year to dateJan 1 → Nov 6+8.7%

+2.3%1 yearTotal return+9.7%

+23.6%3 years · per year$10,000 became $18,899 · $18,039+21.7%

+11.2%5 years · per year$10,000 became $16,971 · $17,118+11.3%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

0.69%Trailing 12-mo yield$69 · $103 a year on $10k1.03%

−14.2%Worst dropSmaller is better−8.9%

20.7%VolatilityLower is calmer13.6%

FDMOSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDMO vs SPY: Top 5 Holdings

Today

FDMO

28.8%in top 5

SPY

in top 527.8%

FDMOStockSPY

9.2%AAPL7.9%

7.9%NVDA6.9%

not top 5MSFT6.3%

5.1%GOOGL2.6%

4.1%AMZN4.0%

2.5%MRNAnot top 5

Held in common50.8%

End-of-day Nov 6, 2026 · share of each fund

FDMO vs SPY Returns, Every Period

FidelityFDMO

+11.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FDMOSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FDMO vs SPY

YTD

FidelityFDMO

+2.3%

SPYSPDR

+8.7%

+2.3%Year to date+8.7%

−14.2%Worst drop · 1Y−8.9%

20.7%Volatility · 1Y13.6%

0.7%Yield1.0%

$818MAssets$819B

4–0SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDMO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FDMO0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDMO, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

FDMO0.69%$69

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FDMO$69 − $15 = $54

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDMO, SPY

Today

50.8%most shared, FDMO and SPY

FDMOSPY

FDMO—50.8%

SPY50.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

FDMOWorst drop−14.2%20.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFDMO

+8.7%Year to date+2.3%

1.0%Yield0.7%

+9.7%Past year+2.3%

0.09%Fee0.15%

4–0SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026